|
Expertise. Peace of mind.
Accurate, timely accounting information is vital for any successful business. Our experience and knowledge allow us to be ready and waiting to provide you with incomparable personalized service, whether you need it on a per project or ongoing basis.
Here are just some of the specialized services available to Joel I. Levy, CPA, P.A. clients:
Financial Planning Services
To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Joel I. Levy, CPA, P.A. provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.
We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.
Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting
Tax Planning and Return Preparation Services
We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.
But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.
Financial Statement Review and Compilation Services
On a monthly (or quarterly) basis we can prepare a compiled financial statement for each business client. This statement can then be reviewed with the client and is helpful in accessing the health of the business. We can also, as needed, perform reviews of financial statements. A review is more comprehensive than a compilation, but significantly less extensive than an audit.
Payroll Services
In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.
Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? Based on your needs, we're here to lend a hand by making our payroll services available to you.
Business Purchase Investigation Services
Our firm can help a client determine the veracity and validity of the information submitted by a company selling its business to our client. The client, in partnership with our firm, determines the depth of work to be performed in order to give the level of comfort that is necessary. The level of work is constantly monitored and discussed with our client as the review continues in order to insure that the client is apprised of what is involved. Our goal is to provide a comfort level to help make an informed decision as to the purchase of the entity.
|
